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Technology 30 January 2026

Texas Instruments stock slips as traders digest AI data-center lift and new Q1 outlook

Texas Instruments stock slips as traders digest AI data-center lift and new Q1 outlook

Texas Instruments shares fell 1.7% to $215.15 Friday morning, erasing gains from an earlier rally sparked by a strong first-quarter forecast. The company projected revenue and earnings above Wall Street expectations, citing rising data-center demand. Investors remain cautious amid weak consumer electronics sales and high factory costs. Trading volume stayed above average as analysts reassessed their outlooks.
Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research shares fell 2.3% to $242.35 Friday morning after earlier gains, while KLA dropped 11.7% and Applied Materials lost 2.2%. Lam’s quarterly results and outlook beat Wall Street estimates, but investors sold off chip-equipment stocks despite strong demand for AI-related memory chips and continued reliance on China as Lam’s largest market.
Oracle stock price slips as ORCL extends weekly slide; TikTok outage and new AI launches in focus

Oracle stock price slips as ORCL extends weekly slide; TikTok outage and new AI launches in focus

Oracle shares fell 0.5% to $168.16 Friday morning, extending an 8% slide since Monday. The company blamed recent TikTok outages on a weather-related power failure at a data center. Oracle also launched a life-sciences AI data platform and said IHG approved its OPERA Cloud system. Broader U.S. software stocks slipped amid concerns over cloud spending and returns.
Tesla stock rises 4% as Musk’s robotaxi spending push collides with SpaceX merger chatter

Tesla stock rises 4% as Musk’s robotaxi spending push collides with SpaceX merger chatter

Tesla shares rose 4.2% to $434.06 Friday after posting Q4 earnings of 50 cents per share, beating estimates. The company plans to more than double capital spending to over $20 billion this year, focusing on Cybercab robotaxi and Optimus robotics. Net income fell 61% to $840 million. Bloomberg reported SpaceX has explored a possible merger with Tesla, citing sources.
Sandisk stock jumps as AI storage squeeze drives big forecast and a longer supply deal

Sandisk stock jumps as AI storage squeeze drives big forecast and a longer supply deal

Sandisk shares surged 17% to $631.93 on Friday after the company raised quarterly guidance and extended a key supply deal with Kioxia through 2034. The flash-storage firm projected Q3 revenue of $4.6 billion and adjusted EPS of $14, topping analyst estimates. Investors are watching storage as a new potential bottleneck in AI data centers. Broader U.S. markets opened lower after Trump nominated Kevin Warsh to lead the Federal Reserve.
Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft rose 0.6% to $436.11 Friday morning after plunging 10% Thursday on weak cloud results. Nvidia slipped 0.4% and AMD fell 4.1%, dragging chip stocks lower. Investors remain wary of rising AI and data-center costs outpacing revenue gains. U.S. stocks opened lower after Donald Trump nominated Kevin Warsh to lead the Federal Reserve.
Micron stock price today: MU rises as Samsung and Apple highlight memory-chip squeeze

Micron stock price today: MU rises as Samsung and Apple highlight memory-chip squeeze

Micron shares rose 2.9% to $448.64 in early Friday trading, extending a rally even as the Nasdaq slipped. Apple and Samsung warned of rising memory chip prices due to AI server demand and tight supply. Micron disclosed insider selling by its chief legal officer. The company also began building a $24 billion wafer fab in Singapore, targeting production in 2028.
Microsoft stock ticks up after Thursday’s 10% drop — Azure growth and AI spending stay in the spotlight

Microsoft stock ticks up after Thursday’s 10% drop — Azure growth and AI spending stay in the spotlight

Microsoft shares rose about 0.5% to $435.62 early Friday, recovering slightly after a 10% plunge Thursday that erased over $350 billion in market value. Investors weighed a 66% surge in quarterly capital spending, mostly for AI chips, against Azure’s 39% growth and $625 billion in cloud backlog. Alphabet and Amazon report earnings next week, with the U.S. jobs report due Feb. 6.
Sandisk stock price jumps nearly 20% as SNDK outlook, Kioxia supply pact fuel rally

Sandisk stock price jumps nearly 20% as SNDK outlook, Kioxia supply pact fuel rally

Sandisk shares jumped 19.5% to $644.34 Friday after the company projected fiscal Q3 revenue and profit well above Wall Street estimates. The company reported Q2 revenue of $3.03 billion and extended its flash-memory supply deal with Kioxia in Japan through 2034. Data-center revenue rose 64% sequentially. Sandisk expects Q3 non-GAAP earnings of $12 to $14 per share.
CrowdStrike stock dips again before the open after 5% drop as AI fears hit software

CrowdStrike stock dips again before the open after 5% drop as AI fears hit software

CrowdStrike shares slipped 0.7% to $441.40 in premarket trading Friday after falling 5.24% Thursday amid a broad software selloff. The S&P 500 Software and Services index dropped 8.7% Thursday as investor concerns over AI disruption rattled tech stocks. Trading volume in CrowdStrike more than doubled its 50-day average. Earnings are expected March 3.
C3.ai stock price slips in premarket as Automation Anywhere merger-talk report lingers

C3.ai stock price slips in premarket as Automation Anywhere merger-talk report lingers

C3.ai shares fell 2% to $12.01 in premarket trading Friday after a 6.6% drop the previous day, following reports of merger talks with Automation Anywhere. The potential deal would see the private automation firm acquire C3.ai and go public via reverse merger. Neither company commented. C3.ai stock is down over 59% in the past year and trades far below its 52-week high.
Marvell stock slides premarket as Microsoft-led tech selloff keeps AI spending in the spotlight

Marvell stock slides premarket as Microsoft-led tech selloff keeps AI spending in the spotlight

Marvell Technology shares fell 2.3% to $79.48 in premarket trading Friday, extending a two-day drop of about 5%. The move follows a sharp selloff in chip stocks after Microsoft’s earnings and record AI spending rattled investors. The Philadelphia SE Semiconductor Index lost 3.27% in the previous session. U.S. producer price data due at 8:30 a.m. ET is seen as the next test for tech stocks.
SanDisk (SNDK) stock price surges in premarket after upbeat forecast, Kioxia supply deal

SanDisk (SNDK) stock price surges in premarket after upbeat forecast, Kioxia supply deal

Sandisk shares soared 18.9% to $641.18 in premarket trading Friday after the company raised its profit outlook and extended key supply deals with Kioxia. The flash-memory maker reported fiscal Q2 revenue up 61% year-over-year to $3.03 billion, with net income at $803 million. CEO David Goeckeler cited strong AI-driven demand from data centers.
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Stock Market Today

  • Dogecoin Set for Potential Surge Following SpaceX IPO, Fueled by Elon Musk's Influence
    April 26, 2026, 9:32 AM EDT. Dogecoin (CRYPTO: DOGE), a cryptocurrency born from internet satire, may enter a parabolic price surge linked to SpaceX's planned IPO, possibly the largest ever. The token's value, unlike typical cryptocurrencies, depends heavily on Elon Musk's social media influence rather than traditional financial metrics like adoption or utility. Historical data shows Musk's tweets and public appearances triggering significant price spikes, including a 75% increase in January 2021 after labeling Dogecoin "the people's crypto." Despite its modest transaction utility and unlimited supply, Dogecoin's cultural resonance and investor hype drive its market moves. With SpaceX's IPO on the horizon this summer, Musk's endorsement could ignite another rapid rally.

Latest article

PayPal Stock Gets a Fresh Wall Street Lift — But the Sell Rating Says the Hard Part Isn’t Over

PayPal Stock Gets a Fresh Wall Street Lift — But the Sell Rating Says the Hard Part Isn’t Over

26 April 2026
PayPal shares rose 1.5% Friday after Truist Financial raised its price target to $45, though the stock traded at $50.48. The move comes as PayPal faces pressure from missed earnings, a new CEO, and increased competition from Apple Pay and Stripe. PayPal recently launched Curated Ads for connected TV and signed an NFL partnership for peer-to-peer payments. Fourth-quarter revenue rose 4% to $8.68 billion.
Cameco Corporation Stock Slips Before Q1 Results — Why Uranium Investors Are Watching May 5

Cameco Corporation Stock Slips Before Q1 Results — Why Uranium Investors Are Watching May 5

26 April 2026
Cameco’s U.S.-listed shares closed Friday at $122.15, down 1.4% ahead of its first-quarter results due May 5. Uranium prices held at $86.80 a pound, up 30% from a year earlier. Analysts maintain a “Moderate Buy” on the stock, with a C$174.85 target for Toronto-listed shares. Cameco delivered 33 million pounds of uranium in 2025 and holds long-term contracts for about 230 million pounds.
Lockheed Martin Gets Golden Dome Shot as $3.2 Billion Space Shield Race Opens

Lockheed Martin Gets Golden Dome Shot as $3.2 Billion Space Shield Race Opens

26 April 2026
Lockheed Martin was selected for U.S. Space Force prototype work on the $185 billion Golden Dome missile-defense program, joining SpaceX, Northrop Grumman, and Anduril in a crowded field. The awards follow a weak quarter for Lockheed, with profit and cash flow down due to production delays and contract costs. Space Systems Command awarded 20 agreements to 12 companies. Lockheed shares closed at $513.45 on Friday, down 3.08%.
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